Chief Marketing Officer

Allvest Securities Pvt. Ltd.; Kurla; On-site; INR 3,500,000 - 5,200,000; Full time

Job summary

Allvest Securities Pvt. Ltd. is seeking a digital-first CMO to lead online client acquisition, digital brand building, and data-driven growth for the Wealth Management business. The role emphasizes performance marketing, automated journeys, analytics, and online investor engagement to scale AUM through digital channels.

The candidate will drive end-to-end campaigns, optimize CAC/LTV/ROAS and lead cross-functional teams across advisory, research, sales, and compliance to achieve growth targets.

Qualifications

• 10+ years in digital marketing, preferably within Wealth Management / BFSI.
• Strong expertise in performance marketing, digital funnels, SEO/SEM, and online acquisition.
• Deep understanding of wealth products (PMS, AIF, MF, Bonds).
• Hands-on experience with CRM, automation, analytics, and MarTech tools.

Responsibilities

• Lead end-to-end digital acquisition across multiple channels and campaigns.
• Drive growth in online conversions and AUM through data-driven optimization.
• Build and execute a long-term digital growth roadmap, including SEO, automation, and funnels.
• Oversee digital brand, content and communication initiatives across channels.
• Lead and mentor digital marketing, growth, content, design and analytics teams.

Skills

Digital marketing

Performance marketing

SEO/SEM

Analytics

CRM & automation

Team leadership

Wealth management domain

Tools

HubSpot

WebEngage

Job description

We are looking for a digital-first CMO who will lead online client acquisition, digital brand

building, and data-driven growth for our Wealth Management business. The role focuses

heavily on performance marketing, digital funnels, automation, analytics, and online

investor engagement, with the goal of scaling AUM through digital channels.

Key Responsibilities:

Digital Acquisition & Performance Marketing

• Lead end-to-end digital acquisition across Google Ads, Meta Ads, LinkedIn, programmatic, affiliates, and performance campaigns.
• Drive measurable growth in HNI/UHNI leads, online conversions, and AUM through
• Optimize CAC, LTV, ROAS, CPL, and full-funnel conversion metrics.
• Run A/B testing, landing page experiments, and CRO to improve digital performance.
• Build a long-term digital growth roadmap, including SEO, automation, funnels, and
• Implement and manage CRM & marketing automation tools (HubSpot, WebEngage,
• Leverage analytics, dashboards, and data modeling for decision-making and forecasting.

Digital Brand, Content & Communication

• Strengthen the company’s digital brand identity across all online channels.
• Lead digital PR, influencer marketing (finance creators), and thought-leadership campaigns.
• Oversee content on wealth products: PMS, AIF, MF, Bonds, etc.

Client Engagement & Retention (Digital CX)

• Build personalized, automated communication journeys based on client profiles and behaviors.
• Improve digital engagement via newsletters, webinars, market updates, and advisory insights.
• Develop digital touchpoints that enhance investor experience and loyalty.
• Lead teams in digital marketing, growth, content, design, and analytics.
• Work closely with advisory, research, sales, and compliance teams.
• Set digital KPIs and drive accountability for growth outcomes.

Required Skills & Qualifications:

• 10+ years in digital marketing, preferably within Wealth Management / BFSI.
• Strong expertise in performance marketing, digital funnels, SEO/SEM, and online acquisition.
• Deep understanding of wealth products (PMS, AIF, MF, Bonds).
• Hands‑on experience with CRM, automation, analytics, and MarTech tools.
• Strong analytical mindset with proven digital growth achievements.